This is a Bardeen playbook. It's a pre-built automation template you can run in one-click to perform a repetitive task. Get started with our free Chrome extension.
With Bardeen, you can automate the process of qualifying and enriching leads from a Google Sheet. Our AI-powered platform integrates with Apollo to help you get more insights about your leads using their email addresses. This playbook will then search for information on various sources like LinkedIn and make a qualification decision based on all the available information. The results are then saved on a new tab in your Google Sheet, ready for your sales team to take action. This process saves time and ensures a more efficient approach to lead qualification and enrichment.
Here is how this workflow works:
Ever grappled with the challenge of enriching leads manually, bouncing between Google Sheets and multiple platforms like Apollo and LinkedIn? The back-and-forth, the data scattering—it's a lead qualification obstacle course. But what if you could streamline this journey? Visualize effortlessly enriching leads from your Google Sheet, tapping into Apollo and LinkedIn for a comprehensive profile.
This playbook not only eases the process but also empowers you to make informed qualification decisions based on your custom classifier. All the results neatly compiled in a dedicated tab within your Google Sheet.
Say farewell to the lead qualification puzzle and embrace a more cohesive, efficient workflow. It's not just about automation; it's about simplifying your lead enrichment journey. Ready to let your Google Sheet become the command center for informed decisions?
Let’s set it up!
First, click the “Pin it” button at the top of this page to save this automation. You will be redirected to install the browser extension when you run it for the first time. Bardeen will also prompt you to integrate Google Sheets.
Make sure your Google Sheet is setup with the email addresses of the leads that you want to qualify. Take note of the name of the column that contains the email addresses. For the example below, that would be “Contact Email”. We will need this column name during the setup.
Activate Bardeen (or hit Option + B on Mac or ALT + B on PC on your keyboard) and click on the playbook card. The setup flow will start. Bardeen will ask you to customize your sales qualification task. Once you click this option, the qualification flow will start. Bardeen will ask you questions about your business.
It will then ask you to describe your qualification criteria. It’s important to give clear details here, as this prompt will be the main way Bardeen will qualify your leads. For the example below, I described clearly the criteria for my qualification based on the leads that I want to qualify.
Once this step is completed, Bardeen will ask you to train the model.
This step is optional. However, we recommend that you complete this step as it will increase the quality of your results.
After your qualification is entered, complete the setup by specifying or creating a Google Sheets spreadsheet. Bardeen will ask you to specify the column in the spreadsheet that contains the column of the email addresses in your spreadsheet. For our example, this was “Contact Email”
Click on “Save Input” and checkmark Google Sheets and your qualifier. You can edit Inputs later by hovering over the playbook.
To qualify your leads, press Option + B on Mac or ALT + B on PC on your keyboard to launch Bardeen. Click on the playbook card and run your playbook. It will get information for the leads using Apollo.io and analyze the information based on your qualification task. It will then add a tab to your Sheet with the qualification results and also include the information from Apollo.
You can also edit the playbook and add your next action to further customize the automation.
Find more LinkedIn and Google Sheets integrations.
You can also find more about how to increase your personal productivity and automate your sales and prospecting workflow.
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Use data and events in one app to automate another. Bardeen supports an increasing library of powerful integrations.
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Bardeen completes tasks in apps and websites you use for work, so you don't have to - filling forms, sending messages, or even crafting detailed reports.
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Workflows are a series of actions triggered by you or a change in a connected app. They automate repetitive tasks you normally perform manually - saving you time.
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Please follow the following steps to edit an action in a Playbook or Autobook.
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